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Client Accounting Services Department Manager
Sauk City or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years in accounting/CAS with 5+ years leadership; experience building/scaling CAS practices; strong accounting, payroll, client advisory, and team-management skills; CPA preferred.
2mo
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Manager, Client Accounting Services - Family Office
Frisco or Philadelphia or Houston or Milwaukee or Dallas or Austin or Madison
$67k-$160k/yr HybridFull Time
5+ YOEBachelor's degree required; CPA and/or MBA preferred. 5+ years progressive accounting experience, GAAP proficiency, advanced accounting knowledge, QuickBooks On-line (QBO) or Sage Intacct experience, and MS Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
2w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate degree in business/finance or equivalent experience, 1+ year financial services or client service experience, strong communication and problem-solving, and required/obtainable licenses (WI Life & Health, SIE, Series 7, Series 66).
2w
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Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills.
CRM
3w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Client service/back-office experience in financial services, high-touch client experience, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication and problem-solving skills.
Microsoft Office, CRM
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Experience in client-facing financial services and back-office operations, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication, problem-solving, and organizational skills.
Microsoft Office, CRM
3w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Workday
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experience in client service for a veterinary or medical facility; phone triage, payment processing, customer greeting, record management, and basic facility maintenance; strong communication skills.
1w
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
1w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
2mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
1w
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Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, analytical and collaboration skills; proficiency with office and sales management software.
2d
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Director of Dining Services - Madison, WI
Madison, Wisconsin, United States
$70k-$75k/yr OnsiteFull Time
3+ YOE3+ years foodservice operations experience, high-volume production and catering experience, budget management, BS in Hospitality or Culinary preferred, strong client relations and leadership skills.
1w
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Service Agreement Manager
Atlanta or Beloit
FieldFull Time
4+ YOEBachelor's in business or engineering preferred; 4+ years related experience (or 10+ years equivalent); client and project management skills; ability to travel 30–50%.
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